Smith, Moore & Co’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Smith, Moore & Co’s Portfolio HEFA Stock Details HEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,523	Closed	-$361K	–	534
2025 Q2	$361K	Sell	9,523 -850	-8%	-$31.1K	0.03%	356
2025 Q1	$376K	Sell	10,373 -5,641	-35%	-$206K	0.03%	330
2024 Q4	$556K	Buy	16,014 +1,942	+14%	+$68.4K	0.05%	273
2024 Q3	$498K	Hold	14,072	–	–	0.05%	277
2024 Q2	$500K	Sell	14,072 -8,136	-37%	-$286K	0.05%	268
2024 Q1	$775K	Hold	22,208	–	–	0.08%	201
2023 Q4	$700K	Sell	22,208 -4,796	-18%	-$146K	0.08%	206
2023 Q3	$813K	Buy	+27,004	New	+$817K	0.11%	173

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Smith, Moore & Co's HEFA Position: Q3 2025 in Review

Smith, Moore & Co sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 9,523 shares — an estimated $361K sold.

Smith, Moore & Co first reported a position in HEFA in Q3 2023 and held it in 8 quarters. The position peaked at $813K in Q3 2023. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Smith, Moore & Co reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Smith, Moore & Co sold 9,523 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $361K.
Smith, Moore & Co first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and held it in 8 quarters.
Smith, Moore & Co's iShares Currency Hedged MSCI EAFE ETF position peaked at $813K in Q3 2023.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Smith, Moore & Co's 13F filing for Q3 2025, filed 12 Nov 2025.